CGPCS
Capital Group Private Client Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.1M | Buy |
275,457
+29,200
| +12% | +$7.96M | 0.65% | 36 |
|
|
2025
Q1 | $66.1M | Buy |
246,257
+2,590
| +1% | +$695K | 0.65% | 43 |
|
|
2024
Q4 | $81.5M | Sell |
243,667
-2,707
| -1% | -$905K | 0.75% | 34 |
|
|
2024
Q3 | $67.4M | Sell |
246,374
-8,769
| -3% | -$2.4M | 0.64% | 44 |
|
|
2024
Q2 | $65.6M | Sell |
255,143
-8,529
| -3% | -$2.19M | 0.66% | 40 |
|
|
2024
Q1 | $79.4M | Buy |
263,672
+56,091
| +27% | +$16.9M | 0.81% | 35 |
|
|
2023
Q4 | $54.6M | Buy |
207,581
+34,640
| +20% | +$9.12M | 0.56% | 55 |
|
|
2023
Q3 | $35.1M | Buy |
172,941
+39,752
| +30% | +$8.06M | 0.43% | 76 |
|
|
2023
Q2 | $28.1M | Buy |
+133,189
| New | +$28.1M | 0.33% | 91 |
|